Adding a paysource to a customer in the payment system is essential for facilitating seamless transactions and ensuring timely payments. This knowledge base article provides a step-by-step guide on how to add a paysource to a customer, whether it be an ACH (Automated Clearing House) or credit card payment method.
Step-by-Step Guide to Adding a Paysource to a Customer:
Access the Customer Tab:
Navigate to the "Customer" tab or section, located in the navigation bar.
Search for the Customer:
Use the search function to find the customer by their number or name.
Enter the customer's identification information into the search bar and initiate the search.
Open Customer Details Page:
Once you have located the customer, click on their customer number to open their details page.
This page contains information about the customer's account, transactions, and payment methods.
Select "Actions" in the Upper Right-hand Corner:
On the customer details page, look for the "Actions" button in the upper right-hand corner.
Click on "Actions" to reveal a drop-down menu of available actions.
Choose "Add Paysource" from the Drop-down Menu:
From the drop-down menu that appears after clicking "Actions," select the option labeled "Add Paysource."
This action will initiate the process of adding a new payment source to the customer's account.
Select Payment Method:
After selecting "Add Paysource," you will be prompted to choose the payment method.
Depending on the system's capabilities, you may have the option to add an ACH or credit card payment method.
Choose the appropriate payment method from the drop-down menu.
Enter Payment Details:
Once you've selected the payment method, enter the necessary details for the customer's payment source.
For ACH, this will include bank account information such as routing number and account number. For a credit card, it will include card number, expiration date, and CVV.
Verify Information and Save Paysource:
Before proceeding, review the entered payment details to ensure accuracy and completeness. Confirm that the billing address of the card matches the location marked as the billing location on the customers main profile.
Once verified, click on the "Save Paysource" button to save the payment source to the customer's account.
Confirmation and Future Use:
After saving the paysource, you should receive a confirmation message indicating that the process was successful.
The newly added paysource can now be used for future invoices and any membership payments associated with the customer's account.
Conclusion: Adding a paysource to a customer in the payment system is a straightforward process that enables efficient payment processing and management. By following the steps outlined in this guide, users can easily add ACH or credit card payment methods to customer accounts, ensuring seamless transactions and timely payments for future invoices and membership fees.
